Evolving CPI - Flexport Weekly Economic Report
Euro Area government debt was reported as down this past week. But the risk posed by high levels of government remains, and not just in Europe.
Supply chain insights, trends, and expert analysis
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Growth is Cool - Flexport Weekly Economic Report
Euro Area government debt was reported as down this past week. But the risk posed by high levels of government remains, and not just in Europe.
Never Normal - Ocean Timeliness Divergence
There are signs that supply chain disruptions are easing, but the schedule and pricing data show progress is slower on Asia-Europe than Asia-US.
Taking Stock of the Supply Chain Crisis - The State of Trade
Shipping times and prices suggest supply chains are improving. Yet, there are considerable unknowns including persistently high consumer spending and the evolution of corporate inventory strategies.
Work in Progress - Flexport Weekly Economic Report
Last week’s U.S. jobs report offered both a very low unemployment rate and a small decrease in the labor force. On balance, though, the labor market looks historically strong. This offers little sign of a recession and little relief for Fed concerns about inflation.
Borrowed Time - Flexport Weekly Economic Report
Euro Area government debt was reported as down this past week. But the risk posed by high levels of government remains, and not just in Europe.
Prices Climb Steadily - Flexport Weekly Economic Report
If you’re watching inflation to predict future Fed moves, the measure you want is Trimmed Mean PCE. Newly released data for it show inflation tracking ever upwards.
Slowing Growth - Flexport Weekly Economic Report
If you’re watching inflation to predict future Fed moves, the measure you want is Trimmed Mean PCE. Newly released data for it show inflation tracking ever upwards.